Viraj Patel

Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines.

When are we getting the Fabrizio Romano "Here We Go" on the Fed Chair pick? 🤓

In the 41 days between March 1 and April 10 Manchester United will play *three* football matches

I've just arrived in Vietnam. The price of silver just made a blow off high... Oh my.. I've waited years for these circumstances to be in perfect planterary alignment for the pirate trade... wait for it .. Time to go Long Dong Silver.

⚠️ Clear signs UK labour market loosening: (1) Private Regular Pay Growth at levels seen in 2019 (3.5%); (2) UK unemployment >=5% for 3 consecutive months (0.7ppts higher than 12M low); (3) Private Payrolls -ve 9 out of 11 months this year. BoE has to green-light more cuts $GBP

There’s lots of noise about what makes GenAI work. After a long time with hands-on experiments, one thing’s clear to me: success is about getting the basics right. And when you do, you can go very far. I’ll try unpack those basics (high-level) in the coming weeks.